We are a tech-focused firm of chartered accountants who offer a combination of virtual finance director & compliance support, delivered to you by experienced entrepreneurs who have already built and sold accountancy firms. The accountancy firm of the future will need to be able to add value through advisory services while at the same time helping clients to drive down the cost of year-end complian
ce work through the use of technology. With our Business Partner service, our team handles the accounting and tax while providing you with beautiful business performance reports and strategy support. Peace of mind, your business is stable and ready to grow. Our Business Partner service includes the following:
Finance Director:
- Have a chat about your goals for your company and vision for the future
- Carry out a Business Model Canvas strategy session so we can deeply understand your business
- Xero health check using AI and manual analysis
- Finance systems audit to identify opportunities to increase efficiency & automation
- Create a set of financial & non-financial KPIs linked to your goals
- Create a 3-year budget, forecast & cash flow projection
- Ongoing monthly performance report & custom-written KPI performance analysis
- Board meeting every quarter for strategy support, business troubleshooting and scenario planning
- Annual review & goal setting
Finance Controller:
- Annual accounts
- Corporation Tax return
- VAT Returns
- Payroll
- Bookkeeping
- Self Assessment
- Tax efficiency
Our insight allows you to let you see around corners, manage risks and identify areas for growth. We offer a range of additional services such as:
- SAGE to Xero conversions
- R&D tax credits
- Business valuation
- Business plans
- Raising finance & funding
- Forecasting & projections
Visit our website http://www.inaequo.co :)
Inaequo - level up your business.
